Meet Our Team

  • Brian Brescia

    CPA, CFP®, PFS
    Managing Partner/Founder

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  • Radha Rai

    ESQ.
    Managing Partner
    Chief Compliance Officer

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  • Michele Brescia

    Partner, Chief Relationship Officer

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  • Steven E. Marcus

    Chief Investment Officer

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  • Frank M. Ashley, III

    CPA/PFS
    Senior Advisor

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  • P. Jill Ashley, Esq.

    CPA

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  • Jay L. Marmer

    Managing Director

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  • Tracey L. Davis

    Operations Manager

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  • Neil Matlins

    Senior Investment Officer

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  • Tim Schmedes

    Client Engagement Manager

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  • Savannah Braswell

    Mergers and Acquisitions Strategist
    Client Relations Manager

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